Assign Tasks Upon Creation of Project from Blueprint
I'm developing a workflow that involves the use of a form which triggers the creation of a new project from a blueprint. Many of the tasks in the blueprint don't have specific assignees because it depends on who the project gets assigned to. I added a custom field for "position responsible". What I would really like to do is automatically assign all of the tasks that have the position responsible as "Project Manager" to a specific person that I designate (the Project Manager I assign).
Any help finding an easy (and mostly automated) way of doing this would be greatly appreciated.
I need this too.
Is the same me and other asked here: https://help.wrike.com/hc/en-us/community/posts/115000313265-Custom-fields-of-a-folder-and-being-important-should-be-attributed-to-tasks-issues-in-that-folder%C2%A0
Welcome to the Community Sam Braverman 👋 And thank you for sharing your feedback! Please be sure to upvote the original suggestion in the Product Feedback forum that Pietro Poli mentioned above.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Sam Braverman, I too ran into this limitation and I believe it is different than what Pietro Poli requested, as you are using a Request Form and Blueprint.
I too am using a Request Form to generate a new Project and Tasks from a Blueprint. One of the first questions in my Request Form asks who should be the project owner allowing the submitter to choose from teammates in a multiple answer checkbox format. This choice populates the Project Owner field, but doesn't assign the new Tasks of the project to the same project owner. The Tasks remain unassigned.
I'd love for the Request Form to automatically assign the Tasks based on who is chosen as the Project Owner.